Dow shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Dow
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All positions including Dow held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $225k | 3.9k | 57.94 |
| 2024-03-31 | $230k | 4.0k | 57.94 |
| 2023-12-31 | $260k | 4.7k | 54.84 |
| 2023-09-30 | $249k | 4.7k | 53.25 |
| 2023-06-30 | $249k | 4.7k | 53.25 |
| 2023-03-31 | $227k | 4.5k | 50.39 |
| 2022-12-31 | $227k | 4.5k | 50.39 |